Private Client Group Account Executive

Position Summary: The Private Client Group Account Executive is responsible for selling property and casualty insurance through relationship building, technical knowledge, and product knowledge to high net worth clients. The position requires a self starter with attention to detail and organizational skills. The position offers unlimited income growth based on gross revenue generated.

Essential Job Duties and Responsibilities:
• Maintain an effective network within the business community and industry
• Identify prospects which meet the Agency’s goals
• Complete, analyze and manage sales contacts
• Research client needs and develop proposal of products and services in an effective manner
• Develop and deliver sales presentations and complete client sales in a professional and effective manner
• Ensure timeframes and deliverables are met in the sales process
• Ensure that post-sale teams provide quality service to all clients
• Attend and actively participate in scheduled office sales meetings, seminars and events
• Participate in sales training events and other professional development courses to enhance sales skills
• Actively participate in renewal process
• Retain client relationships
• Meet monthly sales goals
• Maintain data in contact relationship management system